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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,174 | $124,346-35.5% | $111,308-28.0% | $167,536-52.1% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 20.65% | 37.45%-16.8pp | 54.67%-34.0pp | 478.82%-458.2pp |
| Employer contribution / active EE | $4,131 | $3,437+20.2% | $2,732+51.2% | $4,839-14.6% |
| Participant deferral / active EE | $6,139 | $5,182+18.5% | $4,487+36.8% | $6,342-3.2% |
| Admin fee / account holder | $7,645 | $10,621-28.0% | $7,965-4.0% | $12,315-37.9% |